I am Managing Director of NAI Utah South and COO of Brokers Holdings where I am a principal and oversee brokerage operations in our six offices. I spend time on brokerage operations, investment properties, and special use assets with or without the accompanying business. I have taught Real Estate Finance, Entrepreneurial finance, Financial Modeling and Decision Making,
I am Managing Director of NAI Utah South and COO of Brokers Holdings where I am a principal and oversee brokerage operations in our six offices. I spend time on brokerage operations, investment properties, and special use assets with or without the accompanying business. I have taught Real Estate Finance, Entrepreneurial finance, Financial Modeling and Decision Making, and Economics at Dixie State University. Previously I priced derivatives and structured products and helped create risk metrics for the North America Gas and Power Trade Floor at ConocoPhillips. I am a CFA charter holder and earned my MBA at Carnegie Mellon University.
Economics studies allocation of resources. In most industrialized nations, governments are the single largest allocator of resources either through direct expenditures, third party contracts, or transfer payments. Politics and economics are deeply interrelated.
My training and interests are in improving resource allocation through financial modelling and creative restructuring for both government and private enterprises. I am interested in almost anything generally related to these disciplines whether it be from a local, national, or global perspective.
I can help advise on capital structure, lease vs buy decisions, portfolio construction, real estate, market analysis, and opportunity cost analysis for both private and public entities. My models are set up for pro-forma cash flow analysis, portfolio analysis, and incremental cash flow analysis.
Managing Director @ NAI UTAH SOUTHERN REGION—St. George, Utah Managing Director, Commercial and Investment Real Estate
Investment Sales—Assist clients in the pricing, marketing, and disposition of commercial real estate assets such as office buildings, retail centers, and development ground. Built custom investment model for cash flow analysis, return sensitivities, and scenario analysis.
Market Research—Built a custom relational database with multiple interfaces to facilitate reporting of vacancies, lease rates, absorption rates, and commercial market studies. Responsible for the production of NAI Utah Southern Region’s quarterly market report as well as related white papers.
Operations—Manage the day-to-day affairs of the office including P&L responsibility, staff oversight, company marketing, and strategy. Increased efficiency by reducing data entry by 20%, aggregating common resources, and revising the transaction management process. Designed and built a management reporting system. From November 2005 to Present (10 years 2 months) Instructor of Finance and Economics @ I have taught part time and adjunct. I currenly teach the Financial Modeling and Decision Making course.
Finance--Teach entreprenurial finance and real estate finance courses to undergraduate students. The courses are case based and utilize finance concepts such as Net Present Value and cost of captial in entreprenurial and real estate settings, respectively.
Introduction to Economics—Teach a course for non-business majors covering basic economic principles such as opportunity cost, supply and demand, elasticity, firm production, cost, and revenue, interest rates, and aggregate supply and aggregate demand.
Macro Economics –Teach a course for business majors covering aggregate demand and aggregate supply, gross domestic product, consumption and investment, fiscal and monetary policy, the Federal Reserve System, financing governments, international trade, exchange rates, and developing economies. From August 2006 to Present (9 years 5 months) Principal and COO @ Thayne Houston is the Principal Broker and Managing Partner. I am responsible for brokerage operations, financial statements, and strategy.
Brokers Holdings owns and operates both residential and commercial brokerages in Southern Utah and Southern Nevada. It operates its residential brokerages as ERA Brokers Consolidated and is licensed in Utah, Nevada, and Arizona. It operates its commercial brokerages as NAI Utah South and Brokers Commercial Nevada and is licensed in Utah, Nevada, and Idaho. With over 100 agents and staff, each year Brokers Holdings participates in approximately 1,600 transactions worth over $300 million in value and manages more than 700 property management units for its clients. Brokers Holdings celebrated its 30 year anniversary in 2012. From April 2007 to Present (8 years 9 months) Candidate for US Congress @ I ran for for US Congress in Utah's 2nd Congressional District. Good experience, close loss. From January 2010 to May 2010 (5 months) Quantitative Analyst @ Operational Risk Modeling—Developed an operational risk model for trade entry errors/omissions using frequency and severity distributions as well as developed processes for monitoring and measuring the mark-to-market impact of the errors/omissions.
Market Risk Modeling—Estimated Value at Risk for assets and portfolios in near real-time with the development and installation of a tool to extract information from traders’ desktops.
Asset Valuation—Priced futures, swaps, vanilla options, exotic options (binomial options, swing options with exercise constraints, and continuous extendable options), and transportation capacity on natural gas pipelines.
Portfolio Analysis—Co-developed model to analyze portfolio dynamics and produced a replicating portfolio that was 90% smaller than the original portfolio.
Time Series/Regression Analysis—Assisted in evaluating the significance of the weekly release of Crude and Gasoline inventory levels on their respective NYMEX futures contracts. From June 2002 to November 2005 (3 years 6 months)
MBA, Finance, Strategy, Marketing @ Carnegie Mellon University - Tepper School of Business From 2001 to 2003 BS, Finance @ Brigham Young University From 1998 to 1999 R. Neil Walter, CFA is skilled in: Real Estate, Strategic Planning, Investments, Public Speaking, Financial Modeling, Valuation, Due Diligence, Entrepreneurship, Financial Analysis, Asset Managment, Microsoft Excel, Business Strategy, Portfolio Management, Quantitative Analytics, Team Leadership